Executive Profile

Section 1

The Basics

Executive's full name *

What to call them (preferred name)

Title / Role

Company

Work email

Time zone

Your name (the EA filling this out)

Section 2

Communication Style

Email tone

Preferred email length

Standard email sign-off

People who always get a same-day reply

Topics or senders to flag immediately

Things they never want to deal with (handle or decline without asking)

How they like information presented

Section 3

Calendar & Scheduling

Preferred meeting times

No-meeting days (protected focus days)

Default meeting length

Buffer time between meetings

Max meetings per day

Preferred video platform

Protected time blocks (never schedule over these)

Other time zones they regularly work with

Section 4

Meeting Priorities & Conflict Rules

Tier 1 — always gets on the calendar (no questions asked)

Tier 2 — important, but can wait (get on if there's room, respond within 24 hrs)

Tier 3 — route or decline without asking

When two important meetings collide, what wins?

What are focus blocks actually for? (so you can explain it, not just say "unavailable")

Meeting types they want to avoid (decline or shorten without asking)

How should you decline or reschedule on their behalf?

Sample decline or reschedule language (optional — paste what sounds like them)

Section 5

Working Style & Preferences

How to reach them urgently

What they handle themselves (don't schedule or draft for these)

Pet peeves / things that stress them out

How they prefer to receive updates from you

Anything else your AI should know about how they work

Section 6

Scope of Support

What does this role cover?

Personal tasks included (select all that apply)

Properties or locations to support (if any)

Travel support

What is explicitly NOT in scope (so your AI never suggests it)

On-call expectations & boundaries

Copied to clipboard!